Monday Jun 01, 2015

Legislative Update for PeopleSoft HCM - Affordable Care Act

PeopleSoft is pleased to announce the new Affordable Care Act Information Center located out on My Oracle Support Document ID 2013421.2. The Affordable Care Act Information Center is a one-stop shop page to obtain the information on the Affordable Care documentation. This new page includes links the ACA Position Paper, delivered enhancements, corresponding documentation, FAQs, examples of use cases, ACA Component Interface setup instructions, and links to our upcoming and recorded webcasts.  Please check it out and give us your feedback on what you like, what you don't like and what additional information you would like to see.


Friday Nov 07, 2014

PeopleSoft HCM 9.2 Update Image 9 is Now Available! - Simple and Intuitive User Interface on Multiple Devices

The PeopleSoft HCM team is proud to announce that Update Image 9 for PeopleSoft HCM 9.2 is now available!

This Update Image is the largest and most impactful PeopleSoft Update Image posted to date. This cumulative Update Image includes all new features and fixes from previous PeopleSoft HCM Update Images as well as a plethora of new items including multiple PeopleSoft Fluid User Interface enabled HCM transactions ready for any mobile device.

Optimized across multiple platforms including smartphones, tablets and laptops/desktops, the new PeopleSoft Fluid User Interface (Fluid UI) provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. With more than 50 new features and functions, Fluid UI provides employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness while eliminating the need for training.


It is our goal to provide you with new functionality that is intuitive and simple to use, increasing your productivity while lowering your total cost of ownership. You will see those goals realized with the new HCM homepages. This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

  • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
  • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
  • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages. 
  • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

On the Employee Self Service homepage your employees will have easy access to your company directory with just a quick tap or click on a tile. Your employees will also be ability to view and update their personal or talent related information. They can enter time in Time and Labor or request time off in Absence Management. It provides the employee with easy access to other key information such as viewing their paycheck, benefits, performance documents, and their total rewards.  The learning tile is for those customers that use the Enterprise Learning Management (ELM) application and it will provide announcements, a to-do list, and provide the employee with a listing of courses they are currently enrolled in.

Managers will also have easy access to the company directory from the Manager Self Service Landing Page. Managers will also be able to view and perform other tasks such as reviewing HR information, employee punched and elapsed time, absence requests, and is automatically notified when approvals are required. The manager will also be able to view other important information including team performance information and learning information such as overall enrollment and completion of learning courses. For those customers that use PeopleSoft Recruiting your current job openings and details is just a click or swipe away.

HR transactions are also now much easier with the new Guided Self Service. This configurable application allows organizations to create any number of “compound” transactions by combining multiple transactions into one easy to use guided process that walks the user through step by step, capturing the exact data needed to complete the transaction.

WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.  

Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.


Several other enhancements were included in Update Image 9 and we encourage you to take a look at the Update Image to see the new functionality/enhancements in PeopleSoft HCM!

For more information check out this press release, visit the new Cumulate Feature Overview page (now with PeopleSoft Update Image level detail), watch PeopleSoft Fluid UI videos on the PeopleSoft YouTube channel, and/or read the Update Image Overview document.


Wednesday Oct 29, 2014

PeopleSoft Selective Adoption

If you are plugged into the PeopleSoft social media channels like our Facebook page, Twitter feed, and Linkedin development group or if you tuned into the Quest Users Group PeopleSoft Townhall featuring Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development), you likely heard us talking about “PeopleSoft Selective Adoption.” Maybe you are wondering what exactly that is; that’s where I come in. For some time now the PeopleSoft product team has been talking about how, starting with PeopleSoft 9.2, we are delivering updates on a continuous basis with new capabilities planned for delivery 2 – 3 times a year. But it’s not about us and what we are doing; it is about you – the customer. “PeopleSoft Selective Adoption” is the terminology we are using to convey what this new age of PeopleSoft delivery means to our customers. As a PeopleSoft customer on PeopleSoft 9.2, “PeopleSoft Selective Adoption” means:

  • You get new capabilities without the need to upgrade ever again.
  • You take only the changes you want, when you want.
  • You don’t need to be current on maintenance to take changes.

Your need to avoid costly and disruptive upgrades in the future and your desire to selectively adopt our continued PeopleSoft innovations – on your terms, drove us to this new model. This is possible due to new tools including PeopleSoft Update Manager (PUM) and new processes we have put in place. To truly maximize the benefits of “PeopleSoft Selective Adoption” your organization will need to change. Change how the line of business and IT work together to prioritize business needs, how it looks at maintenance planning, and how it executes the delivery of new PeopleSoft functionality. The PeopleSoft team has begun working with our customers to capture best practices, lessons learned, and guidance on how to best take advantage of “PeopleSoft Selective Adoption” and has published a white paper on this topic.

As always, for more information stay informed, and stay connected: Facebook, Twitter, Linkedin, YouTube, PeopleSoft Information Portal.

Friday Jun 27, 2014

OHUG PeopleSoft HCM Roadmap session: Is PeopleSoft HCM a Modern HR System?

There is a lot of buzz in the HCM market around Modern HR systems. During OHUG, we wanted to make our Customers pause and think about that. What is a modern HR system? Is PeopleSoft HCM modern? 

As you all know, PeopleSoft HCM has been in the market for more than 20 years. For some of you that could translate into PeopleSoft HCM being an old system.  We instead think of PeopleSoft HCM as a mature, proven and reliable system. PeopleSoft HCM has reinvented itself several times since its first release in 1987. Our products did not stand still. They needed to evolve and transform to respond to the challenging HR business needs.  Take a look at the 2013 American Payroll Association Prism Award. Each year, the American Payroll Association honors organizations based on best practice achievements in Technology, Management, Processes, Performance Study and Overall Best Practices. Three out of the five awards went to PeopleSoft HCM Customers (Hackensack University Medical Center, Capital One and Gap Inc). Also, HR Executive Magazine selected the 2013 CHRO of the year. The award went to Mark James, CHRO of Honeywell. Honeywell uses PeopleSoft HCM which has enabled Honeywell HR transformation process. 

Do you use Microsoft Office? Microsoft Office first release (Office 1) came out in 1990. Do you think about Microsoft Office as an old product?  Office 1 is certainly “old”, the same way PeopleSoft HCM 7.5, 8.0 or 9.0 are “old” based on today’s standards. But the products did not stand still, they evolved and kept being  leaders in their space, even when you have other options.

So,  what is the definition of modern HR System? For us modern system implies the following characteristics:

- Easy to use
- Mobile
- Open and integrated
- Configurable and Customizable
- Contextual information/analytics
- Flexible and with low cost of maintenance

Most of you have already got visibility into the 9.2 release. You have seen that 9.2 has already moved the needle on these areas and started a paradigm shift. The 9.2  Release changed the way users interact with PeopleSoft HCM, making it simple to use through the use of Global Search, Search with facets, Related actions and Guided processes. Users get access to role-based workcenters and dashboards that are tailored to their needs, with embedded analytics that allow them to analyze information and take contextual action. All based on your role and respective security access.

With our 9.2 release we also introduced the new delivery model which includes delivering new functionality two to three times a year and making maintenance plus new functionality available through product update images that are cumulative. That means that if you are in 9.2 you can now take a look at the latest product image and decide what you want to deploy in your environment and when. You don’t have to take everything we deliver if you don’t want to, and you can selectively pick and choose what makes sense to your organization.

During OHUG we showed and demoed what we have delivered in the latest product images as well as what we are planning on delivering during the rest of this calendar year.  Several of the new applications and new capabilities to be delivered are being built with Peopletools 8.54 Fluid technology. The paradigm shift that started with 9.2 is now taking another dimension and completing the modernization of PeopleSoft HCM.  PeopleSoft Responsive and Fluid design allows PeopleSoft HCM to have applications that can be optimized for multiple devices - phone, tablet and desktop -. It doesn’t matter what size of monitor you have, or what type of tablet, or which phone. Our applications will render and adjust to the device you are using. Some of the applications we demoed at OHUG were: Mobile Approvals, Time and Absence Entry,  Manager Self Service with the new My Team View and Guided Self Service, Employee Self Service with new Personal data / profile self service capabilities. 

What of these new capabilities or features would you like to uptake? With our new delivery model you can decide that. You can take one feature, a couple, everything or nothing. If you are on the most conservative side of the spectrum, you can decide not to take any of these new responsive/mobile applications and just take some the critical legislative changes your organization needs (e.g.: OFCCP, DOMA, or others).  If you are running PeopleSoft HCM in a private cloud model, you can have your service provider deploying and managing this for you.

So … Is PeopleSoft HCM a modern HR system? We are convinced the answer is YES!  And you have the power to decide if you want to modernize your PeopleSoft HCM environment.

Friday Jun 20, 2014

Configuring HTML Email Approval to Meet Your Needs: What Organizations Need to Know About Configuring HTML Email Approval and How to Use It

Today's workforce is fundamentally different and no longer limited to the office.  Mobile devices are integral companions in today's modern work life.  HTML Email Approvals provide the always-connected manager an effective method of monitoring and staying on top of approval requests. For example, a manager is often required to approve last minute requests such as vacation, sick, maternity leave, expense report, promotion, or other tasks while he is away from his office.

PeopleSoft HTML Email Approvals facilitates the mobile managers the ability to review and take approval actions without the need to log into their system to perform the tasks. The HTML approvals are delivered templates that enable the PeopleSoft application to send, receive, and process emails with interactive content.  The managers will be able to take approval actions without having to connect through the firewall/intranet or log into a Virtual Private Network (VPN) to access the PeopleSoft system.

The HTML approvals can be access from any email client (e.g. Microsoft Outlook, Mozilla Thunderbird) and using various devices (e.g. laptop, smart phone, or tablet).

HTML Email Approvals

HTML Email Approvals works in conjunction with PeopleSoft Approval Workflow Engine (AWE).  The approval email is generated when a user triggers an action such as submitting a vacation request (see Figure 1).  The action is processed using our PeopleSoft Integration Broker.  When the manager opens the email, the manager will be able to approve, deny, or push back on the pending request.  The process is transparent to the everyday manager and the transaction is securely updated using PeopleSoft single sign-on and Integration Broker.

Figure 1 HTML Email Approvals Process Flow

The following table contains the HTML Email approvals templates delivered for releases 9.1 and 9.2:

 Financials/Supply Chain Management
 Human Capital Management
 Self Service Invoice Job Opening
 Receivables Job Offer
 Service Procurement Absence Request
 Control Budget Journal Extended Absence Request
 Purchase Order Promote Employee
 Treasury Settlements Transfer Employee
 Journal Reporting Change
 Voucher Performance Document
 Credit Invoice
 Service Work Order
 Requisition
 Time Report
 Expense Report
 Cash Advance
 Travel Authorization


Benefits of Implementing HTML Email Approvals

Content-Rich Email: HTML Email Approvals allows you to provide consistent usability that is content rich to enable users to make well-informed and accurate decision (see Figure 2).  Approval options such as Approve, Deny, or Push Back are actionable within the email.  The email can also provide quick links into PeopleSoft.

Figure 2 Example of Request Absence HTML Email

Access on the Go: HTML Email Approvals can be access from any email client and using various devices.  There is no need to connect into your intranet or Virtual Private Network (VPN).  The approval actions are taken directly within the email.

Security: We use your PeopleSoft security to authenticate and encrypt the information that is sent through the email server to ensure your data is protected.

Configurability: The delivered templates are highly configurable.  You can add or remove content as needed to better fit your business needs and provide optimal user experience (see Figure 3).  You can convert your existing text email templates into HTML email templates.  PeopleSoft plans on delivering additional templates.  Customers can leverage the delivered documentation to guide you through the HTML Email configuration process.

Figure 3 Example of How to Edit an HTML Template

Best of Both Worlds: Customers will have the option to continue using the classic text email template or start using the HTML email templates.  We deliver the HTML Email Approvals configuration disabled by default.  This provides customers flexibility to decide when and which transaction to use the HTML Email Approvals.

Additional Information

For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

Tuesday May 13, 2014

Accenture Launches Enterprise Solution for Pensions based on Oracle’s PeopleSoft Applications

Accenture’s Enterprise Solution for Pensions (AESP), is powered by Oracle’s PeopleSoft applications, Oracle Middleware, and Oracle Technology. It enables a faster and more cost effective pension system for organizations that require greater flexibility and agility to adapt to constant policy changes. AESP incorporates more than 30 years of experience implementing the capabilities needed by public pension organizations that serves tens of millions of people.   See more on the announcement here:    Accenture Launches Enterprise Solution for Pensions, Powered by Oracle PeopleSoft.

“Accenture has significant subject matter expertise in this space as well as extensive skills to leverage Oracle’s PeopleSoft Pension solution along with additional Oracle assets, including Oracle Policy Automation, for a complete offering,” said Paco Aubrejuan, senior vice president and general manager, Oracle’s PeopleSoft. “Together, Accenture and Oracle can provide publicly funded pension systems the flexibility to modernize their systems in a cost effective manner while utilizing a comprehensive solution.”

Learn more about PeopleSoft,  PeopleSoft Pension, and Accenture’s pensions.

Monday Feb 03, 2014

Announcing the General Availability of PeopleSoft In-Memory Labor Rules and Monitoring

Organizations are often challenged to increase workforce productivity while managing operating costs, regulatory compliance and employee satisfaction. With inevitable variations between planned and actual labor costs, this balancing act is reliant on organizations being able to fine tune their human capital operations based on real-time business needs. To address this challenge and help organizations achieve a competitive advantage, Oracle has delivered strategic, timely information, focused on the time and labor management process, to managers and HR decision-makers with a new Oracle In-Memory Application for Oracle’s PeopleSoft. Designed to leverage the power of Oracle Engineered Systems and Oracle’s industry-standard PeopleSoft HCM applications, PeopleSoft In-Memory Labor Rules and Monitoring empowers organizations to effectively manage labor costs and policy rules in real-time.   The solution complements PeopleSoft's existing Time and Labor solution.  

PeopleSoft In-Memory Labor Rules and Monitoring enables organizations to:
  • Leverage predefined, easily understood labor policy rules using natural language
  • Use Oracle Policy Automation to create or modify existing rules to simulate, test, and deploy to production
  • Empower managers to make more strategic decisions around employee time and labor by understanding exceptions and trends in overtime, absences, schedule deviations and other related labor data.
  • Improve profitability and optimize resources by harnessing real time data on business needs and labor costs as it occurs.
  • Reduce the risk and cost of non-compliance with labor regulations by pre-delivering labor rules, such as overtime rules.

You can learn more about this new solution here at Oracle.com.    Additional resources can be found at the links below.

In-Memory Labor Rules and Monitoring - Product Data Sheet

PeopleSoft In-Memory Solutions

Press Release

Oracle Policy Automation

 My Oracle Support Home Page 


    Friday Nov 01, 2013

    Miss Oracle Open World? View the PeopleSoft Roadmap Presentation Here

    If you were unable to attend Oracle Open World in September, you missed out on some important PeopleSoft messages.   Don't despair!  You now have a chance to receive an update on PeopleSoft's presence at Oracle OpenWorld 2013 and the key messages delivered there.

    You can view the “PeopleSoft Update and Roadmap” webcast found here on the Quest Users Group site.  (Note: this is available with a FREE subscriber account.  Anyone can sign up here at no cost.


    This webcast recording presents the significant adoption and momentum behind PeopleSoft 9.2.  Viewers will also learn about the new release model for continuously delivering new capabilities to PeopleSoft customers at a lower cost enabled by the new PeopleSoft Update Manager.  There are also compelling live demonstrations of the major investment areas for PeopleSoft including a new PeopleSoft user experience enabling mobile solutions as well as In-Memory PeopleSoft applications.

    You can view all presentations ns in the Oracle Open World 2013 Content Catalog.

    Monday Sep 30, 2013

    Announcing PeopleSoft HTML Email Approvals for HCM

    As part of our ongoing commitment to provide enhancements for customers on existing releases,  a new capability for approvers in PeopleSoft HCM 9.1 is now available. The PeopleSoft Approval Workflow Engine (AWE) enables you to take action on approval requests directly from an email (for example: approve, deny, pushback, enter comments, or other AWE actions). There is no need for the approver to log into PIA to approve a request, they can take action and add comments directly from the email.

    The HTML Email Approval feature delivers HTML email templates for some of the key PeopleSoft HCM Talent Management transactions including:

    • Job Opening
    • Job Offer
    • Absence Request
    • Extended Absence Request
    • Promote Employee
    • Transfer Employee
    • Reporting Change
    • Performance Document

    Working with Requests

    When a requestor submits a transaction for approval, an email is generated and sent to the approver(s), which contains detailed information about the transaction request. Based on the transaction’s configured actions, an approver can take action directly from the email by clicking a link, such as Approve, Deny, or Pushback, to generate a reply to the request. The email may display requestor comments and, if applicable, view approval history from other approvers. In addition to this, if further details or information is needed, the email also provides a link that will take the approver to the PIA approval component for that transaction.

    Figure 1. Example of email approval request for a Job Opening

    For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

    Wednesday Aug 21, 2013

    Oracle Hosts PeopleSoft Customer Advisory Boards

    The PeopleSoft Customer Advisory Boards met last week at the Oracle Conference Center in Redwood Shores.    Over 180 customer attendees representing 113 member companies participated as well as our partner sponsors for the CAB:    Accenture, Grey Heller, Infosys,  MIPRO and SmartERP.   The CAB included three days of  product breakouts, round tables and keynotes covering the PeopleSoft roadmap and customer feedback across HCM, Financials, ESA, ALM, Procurement and Technology.     In addition there were customer presentations covering  best practice topics such as leveraging the PeopleSoft Interaction Hub and using org modeling as a strategic planning tool.    Customers were also provided deeper insight into the newly delivered PeopleSoft 9.2  with focus on  lifecycle management tools using the PeopleSoft Update Manager.   The event was well received by customers.    Rich Harvey, from Boise, summed up the experience this way:

    "The recent PeopleSoft Customer Advisory Board meeting showed just how deep Oracle’s commitment is to both the product line and the customers of PeopleSoft. The CAB is just one of the many venues available to the PeopleSoft customer to discuss and offer observations about the PeopleSoft product line and Oracle’s strategy. Although PeopleSoft 9.2 was just recently released with its own set of increased functionality, new technologies and substantial improvement to the end user experience, PeopleSoft gave the CAB a view of the future. The exciting part of looking at the future enhancements to functionality, technology and end user experience is the realization that the customer may not need to wait for these until the next major release.  The new capability,  PeopleSoft Update Manager (PUM), will allow customers to incorporate new functionality into PeopleSoft 9.2 when they become available in a manner much easier than the past methodology.    PeopleSoft never left, always delivered value - but hey, they are here in a big way." 

    Executive Q&A PanelCAB General Session

    Monday Jun 03, 2013

    10 Innovations in PeopleSoft. #4 – Day in the Life in PeopleSoft HCM 9.2

    How to best show the impact and value of the new features and capabilities included in HCM 9.2 other than by using the PeopleSoft HCM system itself?

    Let's follow a day in the life of Rosanna Channing, Senior Manager in the Financials Department at GBI Institute. 

    Rosanna logins into her HR system .

    The page you see was created by your Company using Interaction Hub. With the new PeopleSoft Interaction Hub, PeopleSoft HCM 9.2 delivers a configurable user interface with single navigation across all applications powered by a new global search capability.  From a single company branded home page, users can access any transaction across HCM, ELM, and HR HelpDesk. This collaborative platform, now available through the latest version of PeopleTools, is available to all customers without the need for any additional license. A configurable end user experience with embedded help provides you with the tools to guide the user online with minimal training.

    The first thing Rosanna needs to do is to enter a Life Event. She had a baby and she needs to add him to her benefits plan.

    Although the My HR Page provides Rosanna with the most frequently used links, Rosanna prefers to use the Global Search and types ‘had a baby’. As Internet users, we all know how we navigate the internet. You search first and then you navigate or take action. We have brought that experience to PeopleSoft HCM 9.2. Through the use of Oracle Secure Enterprise Search and Related Action framework, users can now search across multiple objects and instances and from the search results themselves can take action, avoiding complicated menu navigation. In this case, Rosanna gets the Link to Life Events and clicks on it to go directly to the page she was looking for.

    Life Events is one of the Activity Guides delivered in PeopleSoft HCM 9.2. Activity Guides provide a guided process that helps users to more efficiently complete an activity or process. Different components/pages in the system as well as pages from external systems can be organized as steps of an activity. In this case, Rosanna chooses the ‘I had a baby’ event. That is one of the four pre-delivered events and Customers can add their own events as needed. After selecting the event and entering the date of birth, Rosanna is presented with all the steps related to that Life Event.



    She can go through each one of the steps and/or click directly on the step of the process she wants to complete. In this case, she adds the dependent and adds him to her Benefits Plan (Medical, Vision and Dental). She then goes to the last step and completes the process.

    After completing that, Rosanna decides to search for a Director of Finance position. The Global Search is one click away since it remains on the top of the page. She types ‘ Director of Finance’. Using the facets on the left pane she could narrow down her search and focus on the Internal Postings. She can then take action directly from the search results and View and Apply to the open position.


    After reviewing the job opening description she decides to apply to the position and is taken to a Guided Process that will walk her through the steps of the application process.

    This guided process is called Horizontal Guided Navigation or Train Stop, and it takes the user sequentially through each one of the steps. Rosanna goes step by step and completes the application process. Since she is an internal candidate, some of the information required in the system is already pre-populated, making the application process much simpler for her.

    The steps of the process are configurable and it is up to your Company to define how many steps are needed in the process. Rosanna goes through all the steps and on the last step she reviews and then submits her application. She is extremely happy because it was quick and easy!

    She then decides to focus on some urgent management related activities. The Manager Dashboard is one click away from where she is since through the Interaction Hub she can see the links on the top of the page.


    Dashboards provide an at-a-glance view of all relevant information (including Alerts and key performance indicators) relevant to a role. You will see several dashboards in PeopleSoft HCM 9.2 such as the Learning Dashboard and Recruiting dashboard in addition to the Manager Dashboard and Talent Summary Dashboard. The Manager Dashboard provides important information to help managers know what they need to focus on. Similar to the Talent Summary (both dashboards were delivered in 9.1 FP2), the administrator can decide which pagelets to share with managers and the end user can further personalize the content and layout.

    In this case, Rosanna wants to finalize some performance documents she needs to work on. She goes to the Performance Status analysis to see how many documents are still in Progress. From the Performance Status Analysis (Pivot Grid) she can drill down and go to the ‘In Progress’ performance document she wants to work on.


    This Analytic has been implemented with PeopleTools Pivot Grids technology. Pivot Grids allow users to dynamically analyze information, drill down and take action. Rosanna navigates to the Performance document of one her directs. 

    As you can see, the left side of the screen shows the different steps/phases in the performance cycle. It indicates which steps have been completed or which ones are still in process. It also shows the timeline and due dates. This is similar to an Activity Guide and its purpose is to guide the user through the process. The yellow bar indicates and highlights the current step. In this case it is in ‘Complete Manager Evaluation > Update and Share’.

    In this case, Rosanna wants to recommend some training and courses to the Employee. She goes to the Learning section in the performance document and from there she does a ‘Find Learning Gaps’ search. This takes her to ELM where she can easily see what are the Competencies  for which the employee could take some training. Find Learning functionality in ELM has also adopted Secure Enterprise Search with facets. ELM also includes Ratings and Reviews.


    Rosanna looks for the right training for her Employee and enrolls her in training directly. After doing that, she goes back to the Performance document where she sees that a new Learning objective was added for her employee. All this is possible because of the tight integration between PeopleSoft HCM and ELM, which makes things transparent for the user.

    Rosanna then goes to Overall Results where she assigns Rating and adds comments. She then Shares the document with the Employee. Rosanna then gets back to the Manager dashboard where she now sees that the Performance Status Pie Chart (Pivot Grid) was updated.


    And Rosanna is done! She was very quickly and easily able to finalize the life event, apply to the Director of Finance position, and complete the performance document she needed to finalize (including the enrollment of the employee into a class). As this story demonstrates, our HCM 9.2 release focuses on making things simpler for the user and making information readily accessible for immediate action.

    Our main goal is for users to be more productive and for Companies to be able to configure the system based on their business processes and business practices. Through the use of activity guides, workcenters and guided navigation, our Customers are able to organize tasks and activities in the way that fits their needs.

    Role based dashboards simplify how users can access information. In addition, our applications are being empowered through actionable operational analytics so that users can get easy access to the information they need and take action directly from there.

    And these are just some examples… you really need to take a look at our newest 9.2 release to get the full story!

    Monday Apr 22, 2013

    10 Innovations in PeopleSoft 9.2 - #7 Guided Navigation With Activity Guides and Train Stops

    PeopleSoft is more focused than ever on the end user. We are constantly striving to find ways to make your user experience the best it can be.  To help achieve this goal, we have introduced two new types of user driven guided navigation which are designed to effortlessly guide through a process.

    PeopleTools release 8.53 introduced new robust guided navigation functionality called Activity Guides. This new functionality allows customers to setup their own guided navigation process that will define actions or steps needed to complete end-to-end business processes. The configuration allows you to specify which steps are optional and which ones are required.  You can also determine the order the steps will display.  You can even launch workflow and approval routing as part of your processing steps.  Any PeopleSoft Enterprise collaborative application can take advantage of this underlying functionality, however in release 9.2 PeopleSoft has delivered some Activity Guides that are setup and ready for you to use.

    The second type of navigation is a horizontal guided navigation process or what we often refer to as a ‘train stop’.  This internal infrastructure provides the ability to display and order a series of steps (with possible substeps) to accomplish an overall task.  The goal is to provide the end user with a complete view of the process and allow them to see where they are within the process at any point in time.  You will see this navigation used throughout PeopleSoft products in release 9.2.



    Below are a few examples of how PeopleSoft 9.2 utilized the new guided navigation functionality.

    Human Capital Management (HCM/ELM)
    Benefits (eBenefits) application took advantage of the new Activity Guide functionality and redesigned Life Events.  The Life Events process empowers employees to complete HR, Benefit and Payroll related transactions due to life event change.  The Activity Guide framework allows you to configure the steps/actions that the employee must take to ensure uniform compliance based your organizational requirements. 

    Enterprise Learning Management (ELM) created an ELM to HCM Integration using activity guides.  As with Life Events, the steps/actions are based on your configuration.  Using the Activity Guide Framework ensures the Integration messages are run in the correct order.

    Payroll for North America (ePay) took advantage of the horizontal guided navigation for the Paycheck Modeling.  Paycheck Modeling allows USA employees to simulate changes to their paycheck without updating the production tables.  Employees will be guided through each train stop allowing them to modify changes to their earnings, deductions or tax withholding Status to create an estimated/modeled check. 

    Recruiting Solutions used the horizontal guided navigation for Candidate Gateway.  Your applicants will be guided through the application process in a step by step navigation process while instructing them on the information they need to provide. In addition, you have the ability to control the steps a potential applicant can see based on the job the candidate is applying for.


    Financials and Supplier Relationship Management (FMS/SRM)
    Financials (FMS) eBill Payment enhanced the payment cart functionality by using the new guided navigation process.  There is a train stop for each step of the payment process.  This allows the user to know exactly where they are in the payment process and what comes next.  If the credit card payment functionality is hosted, the payment cart will punch out to the hosted credit card vendor’s user interface to complete the payment process.  Users can save the payment cart for future and come back to it at a later point to finish the transaction.

    Supplier Relationship Management (SRM)
    PeopleSoft SRM used the horizontal guided navigation train to improve the onboarding process for Suppliers. With this functionality your organization can configure the data that will appear in each stop.  The navigation also allows the supplier to visually know where they are in the onboarding process, as it guides them through all of the necessary steps to complete the new supplier registration.

    In closing, let PeopleSoft Guided Navigation take the stress out of completing a process.  Regardless if it is an employee, third party or an administrator driven process, we guide you through the necessary steps with ease.

    Monday Apr 15, 2013

    10 Innovations in PeopleSoft 9.2 - #8 WorkCenters and Dashboards

    Imagine a day in the life of operations users.  It is typically filled with a plethora of tasks that include entering data, resolving exceptions, running processes and creating reports and queries.   These users need to access the rich data set in the PeopleSoft systems throughout the day and make critical business decisions.  In this posting I will discuss how WorkCenters and Dashboards drive usability and user productivity to the next level by centralizing access to the right data at the right time.


    WorkCenters
    in 9.2 introduce a paradigm shift in how work gets done in PeopleSoft.    WorkCenters are a one stop shop for key roles within a business process to conduct transactions, take action on alerts and view reports and analytics.   The built -in intelligence delivers work to the user and makes multitasking very easy and seamless, without losing focus.    The users know exactly what their priorities are at any given point and can work toward resolving exceptions and bottlenecks quickly.  WorkCenters can be cross functional, highly configurable and deliver personalized content to the users based on their roles and permissions. 



    Figure 1 PeopleSoft 9.2 Billing WorkCenter delivered through PeopleTools WorkCenter Framework and Applications WorkCenter Framework.


    The 9.2 WorkCenters utilize the PeopleTools WorkCenter framework and Applications WorkCenter framework.  All WorkCenters are delivered preconfigured with a set of pagelets and links.  Besides these preconfigured pagelets, users can add their own pagelets and use the extensive options available through the framework to personalize the look and feel of the pagelets.  The standard pagelets included are –

    • My Work – This is a personalized workload that is delivered to the user through user based configuration such that one user’s work assignments are different from others.
    • My Links – This pre-seeded pagelet allows users to navigate to key functions of the application. Users can personalize this pagelet to include additional internal or external links. 
    • Queries –. This pagelet will allow users access to public and personal queries as well as Pivot Grids, PsQueries and PsQuery Manager.  
    • Reports and Processes – This pagelet will allow users access to reports they have generated and processes they need to run. For example, users can access the Reporting Console so they can have direct access to their process and report outputs.

    Let’s look at examples of delivered WorkCenters in Financials.   The General Ledger WorkCenter will provide a GL or accounting analyst visibility into the most critical pieces of his job. He will know exactly what he should be working on at a give time including journals that need approval, journals in exception status and Chart of Account Requests.  The GL WorkCenter will support the accounting and finance mission of a timely period close.


    The Accounts Payable WorkCenter will enable accounts payables users to work on voucher exceptions and matching errors and complete their payments-related tasks such as schedule payments on hold and pay cycle manager.  Additionally, users can also monitor supplier related information such as suppliers pending approval.  Accounts Payable users can view and resolve multiple exceptions from the same place and save time and manual effort.  The WorkCenter allows processing invoices more quickly so that discounts can be recognized and liabilities reduced.


    Figure 2 PeopleSoft Accounts Payable WorkCenter allows AP managers to complete their tasks.


     The Grants and Contracts WorkCenters are intended to enable users to quickly identify and resolve key process exceptions so that awards and revenue contracts proceed unimpeded.


    Figure 3 PeopleSoft ESA Grants WorkCenter streamlines contracts and grants processing.


    In PeopleSoft HCM, the Time and Labor WorkCenter will provide a single point of entry for administrators and managers to relevant work areas.  Besides normal processing, users can proactively monitor critical transactions and handle exceptions.  Similarly, the ePerformance WorkCenter will streamline the performance process and simplify the user experience for both Managers and Employees.



    Figure 4 PeopleSoft HCM Time and Labor WorkCenter simplifies the user experience in the performance process.


    In the world of supply chain management, a Supply and Demand WorkCenter will provide a series of “out-of-the-box” actionable alerts to identify potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue POs, and more.


    Figure 5 PeopleSoft Supply and Demand WorkCenter


    While WorkCenters enable efficiencies for end users, Dashboards provide business managers a high level view of their operations.  The HCM Manager Dashboard available in 9.1, provides an at-a-glance view of important information to help managers know where they need to focus.  In 9.2, several new dashboards will be available.  For example, a Billing manager would like to know what the status of all his invoices is at a given point in time.  The Billing Dashboard will allow the billing manager to slice and dice key billing data using pivot grids and take actions right away to resolve issues.  The dashboard will provide access to key information and real-time analytics such as bills not interfaced to GL and AR, total bills in various billing statuses, and number of bills processed monthly in a quarter. Users will be able to drill into each of these analytics and view the detail transactions. These actionable pagelets will speed up invoicing, identify bottlenecks and streamline the revenue recognition process. 


    Figure 6 Billing Dashboard provides operational data for Billing Managers


    The manager-facing Accounts Payable Dashboard will focus on providing summary level details and supporting analytics encompassing the invoices flow within an organization. Leveraging the latest technology, the Accounts Payable Dashboard will provide access to key information and real-time analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging, scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail transaction drill-down capabilities.



    Figure 7 Accounts Payable Dashboard provides summary level information for the invoice flow within an organization.


    Similarly, the Supply Chain Dashboard will allow users to monitor, measure and optimize all aspects of demand and supply flow to encourage the free-flowing shipment of demand, thus obtaining the maximum billable revenue.


    PeopleSoft 9.2 includes the WorkCenters and Dashboards across multiple products in HCM, Financials, and SCM.  The innovative capabilities provided in these WorkCenters and Dashboards will fundamentally transform the way users access and use PeopleSoft applications and lead to an enterprise wide improvement in user productivity, a significant reduction in operating costs and ultimately a much improved bottom line.

    Monday Apr 08, 2013

    10 Innovations in PeopleSoft 9.2 - #9 Actionable Operational Analytics

    A powerful way to increase efficiency is with actionable operational analytics. Across different organizations, operational analytics can help business users to analyze data historically and in the moment for daily business activities. Embedded within each business process, it helps business users make the best possible decisions in context.

    PeopleSoft operational analytics provide iteration of data analysis by enabling different views of the same data. In real time, business users can filter and slice the data for analysis with access to the latest transactions within PeopleSoft through delivered dashboards, workcenters, or related content.    Users can also configure chart views to immediately render the data in various formats such as bar, line or pie charts.   The technology used, Pivot Grids, provides interactive analytics with capabilities to drill down into the details and perform related actions.   Using related actions, a user can take action directly from a chart or data based on their security permissions.

    Here are a couple of examples across HCM, ELM, Financials, and SCM that will help maximize productivity and support business decisions.

    Human Capital Management (HCM)

    Compensation provides Managers and Compensation Administrators key information to help them decide on salaries, bonuses, and cycle tracking. Managers are able to perform salaries comparisons, check if their employees' salaries are in range, and reward their employees based on performance analysis. Compensation Administrators can tightly control the cycle to monitor proposals status and easily identify whether the proposals fall within or outside the recommended guidelines.


    Recruiting offers Recruiters and Hiring Managers metrics to manage job openings and applicants effectively. Key metrics for time to fill, vacancies, and the disposition of applicants are available to provide information such as number of job openings by month, which jobs have taken the longest to fill, and identify bottlenecks in the applicant’s process.

    Global Payroll and Absence Management deliver a monitor for Administrators to easily review processing results and statistics. The monitor provides a flexible configuration for Administrators to define thresholds and alerts to quickly assess errors due to manual entries, errors resulting from the calculation process, and result variances. The monitor allows the Administrators to analyze key information; drill down to identify the root cause, and perform related actions to correct the problems.


    Time and Labor analytics provide Managers and Administrators information about employees' Timesheet status, attendance, and absence patterns. They can quickly review any time pending approvals, employees with attendance violations, and employees’ absence occurrences.

    Enterprise Learning Management (ELM)

    Learning Compliance analytics provides an easy way to monitor learning progress and keep your organization in compliance. Administrators and Managers can quickly view learners’ status in any learning event and drill into the details to notify non-compliant learners. Monitoring learning progress and getting answers to “have my team members enrolled or completed their required training” or “is my organization in compliance” has never been easier.

    Instructors and Administrators can have insight in to critical feedback to improve learning offerings using the Survey Results analytics. The analytics provide answers to questions such as “is the class meeting the needs of the learners” or “how can we improve our learning offerings.” Instructors can easily drill into the details to see what areas need improvement.

    Financials

    Billing delivers a dashboard that provides access to critical information for operational managers to review, drill down into the details, and take immediate action. Billing Managers can track and compare invoices, identify incomplete invoice processes, and review bills by status. This helps the Billing Managers identify variances, drill down into the invoice amounts for detail analysis, and proactively monitor incomplete invoice processes to help streamline the General Ledger and Accounts Receivables business flow.


    Staffing provides Staffing Managers and Recruiters the ability to minimize the challenge of managing on-boarding resources and agenda tasks by using Staffing Overdue Branch Agenda and Near Term Branch Agenda analytics. The information rich analytics increase productivity to efficiently manage large numbers of candidates and unfilled resource requests. Users can easily identify any agenda items needing attention and quickly complete their work by priority or assignments.

    Contracts facilitate easy access to a wide variety of contract elements that are essential when trying to handle the complexities inherent in managing revenue contracts. Administrators can keep a watchful eye with Contracts Status metrics to access information and quickly update contract lines.


    Supply Chain Management (SCM)

    Knowing if your organization is performing according to a customer’s expectation is challenging and usually done in a reactive mode. In Release 9.2, we  provide embedded related content displaying order fulfillment effectiveness and average time to pick, pack, and ship. With these metrics, organizations will be able to gauge whether or not they are maintaining agreed-upon service level agreements with their customers. We provide users a series of “out-of-the-box” alerts identifying potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue Purchase Orders, and more. In the case of order schedules past their shipment date, users may do a mass change to adjust shipment dates or switch the demand from one warehouse to another that has available stock.

    These are only some operational analytics examples. We encourage you to read our PeopleSoft Human Capital Management 9.2 Documentation Home Page and PeopleSoft Financials and Supply Chain Management 9.2 Documentation Home Page to learn more about it.

    Tuesday Mar 19, 2013

    Take a Tour of PeopleSoft 9.2

    Want a first look at a few of the innovations in PeopleSoft 9.2?     VFO's (Video Feature Overviews)  of PeopleSoft 9.2 are now posted on our YouTube channel here:

    PeopleSoft YouTube Channel

    Monday Dec 24, 2012

    PeopleSoft HCM – End of Year analysis and New Year’s Resolution

    Greetings from the PeopleSoft HCM team!    By the end of the year, people usually look back to make an analysis of the year that went by and look forward to establish new goals and objectives for the coming year.  Let’s analyze together the last two years for PeopleSoft HCM and let's talk about our New Year's Resolution.

    As probably most of you know (hopefully ALL of you know this by now!) PeopleSoft adopted a Continuous Delivery Model with the 9.1 release.  What that really means is that after a release gets GA  (aka, gets available) we keep delivering new features and capabilities on top of that release until the new major release gets GA. 

    We decided to deliver Feature Packs to quicker respond to our Customers requests, while giving them the ultimate choice of how and when they want to deploy their new functionality to their users. 

    In December 2010 PeopleSoft HCM delivered the Feature Pack 1 that included new capabilities such as Company Directory, Talent Management integrations (to allow Customers to use PeopleSoft Talent Management 9.1 while staying on PeopleSoft HR Core 9.0 or 8.9) and new XMLP reports among other features. 

    In November 2011 we delivered the Feature Pack 2. That feature pack focused on helping managers better perform their day-to-day activities by providing new based search capabilities, new dashboards (Manager Dashboard and Talent Summary), Matrix Organization and Pivot Grids for Operational Analysis. Several other new features were included in that Feature Pack such as Global Payroll SEPA support, Total Rewards analysis, and more. Feature Pack 2 can be seen as our first step to change the way users interact with our PeopleSoft HCM application which will even become more revolutionary, as you will see, with our upcoming 9.2 release.

    In September 2012 we delivered our first PeopleSoft HCM Mobile Application: Mobile Company Directory. This mobile application allows employees and managers to get access to contact information and to connect with other employees from wherever they are and whenever needed.  For more information see our Mobile Company Directory blog.

    We, the PeopleSoft team,  feel proud of what we have accomplished so far and are glad to see the positive feedback and reaction of our Customers.

    The next major milestone for us is the upcoming 9.2 release (targeted for Calendar Year 2013).  We think the 9.2 release will completely change the way users interact with the PeopleSoft HCM system. Through the expanded use of Global Search and related action framework, users will be able to navigate the system in a way they were never able to do before. They will be able to type keywords, go directly to the page or transaction they are looking for (avoiding menu navigation) and take action from where they are.  Users will also count with guided navigation and the system will help them go through the steps to complete specific activities with the objective of minimizing errors or having incomplete tasks/processes.  We are also delivering new dashboards and workcenters so users can more productively work from a central place where they can have all the information they need. 

    These are only just some examples of the new 9.2 upcoming features, and we encourage you to read our PeopleSoft HCM 9.2 Release Value Proposition document to learn more about it.

    There are many other major deliverables we are planning for 2013, among them:
    - New methodology and process to apply maintenance that we consider will be quite unique in the market. With the new update manager tool, there will be no more prerequisite bundles or maintenance packs. Customers will be able to select what fixes/enhancements they want to apply and they will be able to create their own custom package that will contain only the required objects. We expect Customers to see immediate benefits in reduced time and effort for analysis and preparation, patching, and patching verification and validation. For more information read refer to PeopleTools 8.53 RVP document posted on My Oracle Support for more details.
    - New integrations with other Oracle products, such as integration with Taleo Recruiting.
    - And more …

    So … what is our Next Year’s Resolution?  To keep delivering innovation in HCM by listening and delivering value to our Customers. We have hopefully demonstrated by now that we are serious about it.

    We wish you all a very Happy Holiday Season and best wishes for the upcoming year!


    About

    This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

    For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

    For information about PeopleTools see the PeopleSoft Technology Blog.

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